Vest Financial LLC

Overview

Vest Financial LLC is an SEC registered investment adviser based in McLean, VA, registered since 2013. It reports $51.8B in assets under management across 154 accounts, with 52 employees. It has 14 investment adviser representatives.

Reported AUM

$51.8B

Discretionary

100%

Accounts

154

Average account

$336M

Employees

52

Advisory reps

14

Registered since

2013

Jurisdictions

50

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 6

• Karan Sood Chief Executive Officer CRD 5256243
• Jeffery Yi-Bing Chang President CRD 5034993
• Jeremy Michael Sperlazza Chief Operating Officer CRD 7347451

3 more executive officers, with direct contact details

Advisory reps 3 of 14

• David Edward Achzet Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1209132
• Jeffery Yi-Bing Chang Registered Rep · Investment Adviser Rep CRD 5034993
• Christopher Deryen Lee Registered Rep · Investment Adviser Rep CRD 6643708

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8350 Broad St Ste 240
McLean, VA 22102

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 50 jurisdictions

Every state, with registration dates

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